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Bandhan Financial Services Fund vs UTI Banking and Financial Services Fund compare
Bandhan Financial Services Fund - Regular (G)
UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Bandhan Financial Services Fund - Regular (G) | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Bandhan Financial Services Fund - Regular (G) | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹924 Cr | ₹1128 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 28 Jul 2023 | 01 Aug 2005 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Financial Services TRI | Nifty Financial Services TRI |
| Turn Over | % | 20% |
| Expense Ratio | 2.23 | 2.22 |
| Manager | Manish Gunwani | Preethi R S |
| ISIN Code | INF194KB1GE6 | INF789F01372 |
| Exits Load | Bandhan Financial Services Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 | UTI Banking and Financial Services Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Bandhan Financial Services Fund - Regular (G) | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.57% | 2.73% |
| 6 Month | 1.88% | 5.5% |
| 1 Year | 14.42% | 14.92% |
| 3 Year | - | 22.9% |
| 5 Year | - | 23.67% |
SIP Return Analysis
| Scheme Name | Bandhan Financial Services Fund - Regular (G) | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 9.64% | 10.9% |
| 1 Year | 16.32% | 20.67% |
| 3 Year | - | 18.74% |
| 5 Year | - | 17.71% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Financial Services Fund - Regular (G) | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 19.57% | 14.58% |
| 3 Year | - | 13.47% |
| 5 Year | - | 11.81% |
Risk Management
| Scheme Name | Bandhan Financial Services Fund - Regular (G) | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 14.251% |
| Sharp | - | 0.511% |
| Beta | - | 0.915% |
| Alpha | - | 3.729% |
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Fund Managers
| Scheme Name | Bandhan Financial Services Fund - Regular (G) | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Manish Gunwani | Preethi R S |
| Total AUM | ₹8731 Cr | ₹1002 Cr |
| Funds Managed | 4 | 1 |
| Bandhan Financial Services Fund - Regular (G) | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Bandhan Financial Services Fund - Regular (G) |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 10.05 | 10.02 |
| Mid Cap | 15.81 | 10.27 |
| Small Cap | 9.79 | 16.31 |
| Large Cap | 64.35 | 63.41 |
Sector Allocation
| Scheme Name |
Bandhan Financial Services Fund - Regular (G) |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 6.97 | 4.54 |
| Financial Services | 90.91 | 95.39 |
| Technology | 1.75 | 0.08 |
| Healthcare | 0.37 | - |
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